All insights

With headlines suggesting that deposit outflows in the banking sector are causing concern, Felipe Villarroel looks at the data which suggests that European banks remain resilient.

Douglas Charleston looks at the wider implications of recent bank sector volatility and the opportunities it presents for credit investors.

2022 was the worst year for bonds in living memory. So, could 2023 be similarly bad for other asset classes? Chris Bowie looks at the case for short dated investment grade credit for 2023.

After a volatile few days in bank capital, Felipe Villarroel looks at how AT1s are pricing after the sell off.

Volatility in banking has dented consumer confidence. Felipe Villarroel explores if central banks have the will and the tools to safeguard financial stability amidst the recent issues with Credit Suisse and regional US banks.

Johnathan Owen looks at the ECB’s plans to ‘green’ their asset purchasing program going forward, and what this could mean for credit spreads.

Given the recent headlines surrounding Credit Suisse and the decision from FINMA, the Swiss regulator, to write down CHF16 billion of Credit Suisse’s Additional Tier 1 debt to zero, we hosted a webinar looking at the possible wider implications of this write-down and what it could means for fixed income investors. 

The events that unfolded over the weekend were sure to make for some volatile trading sessions in the Additional Tier 1 (AT1) market this week.

The Bank of England joins the European Central Bank in stating that there is a clear hierarchy when it comes to a resolution or an insolvency scenario.

Swiss regulators' decision to bail out Credit Suisse equity holders while wiping out AT1 debtholders will see long-term effects on bank debt markets and likely legal action says Eoin Walsh

Amidst uncertain economic conditions during a late-cycle environment, we still believe that short-dated, high quality, investment grade bonds with low duration and high break-even yields can play a crucial role in portfolios and are well positioned to weather bouts of volatility that we may see this year.

Partner Eoin Walsh explores what the potential outcome of regulatory intervention for Credit Suisse could mean as negative headlines persist for the bank.